A team approach: Who does what
Pairing with a career coach to help a suddenly unemployed client
Pairing with a career coach to help a suddenly unemployed client
Ensuring that clients file their tax returns — and on time — is a must. They must also be aware of a few significant federal…
The seminal self-help and motivational book, How to Win Friends and Influence People, is still as relevant today as it was when it first rolled…
Jennifer, a 60-year-old woman in Toronto, needs help in determining whether to blend her financial future with that of her new boyfriend. Two financial advisors…
Terry Robertson and Debra Terry of Strongbridge Financial Group Ltd. say the following tips will help you grow your financial advisory business
Financial advisors Terry Robertson and Debra Terry, founders of Strongbridge Financial Group Ltd. in Kelowna, B.C., count on their experiences both as small-business owners and…
You can play an important role in providing financial advice to a client who has lost his or her job. But who will look out…
The financial services industry has cultivated certain perceptions to satisfy specific marketing agendas, so it is imperative that you help your clients get realistic about…
Thieves are going online in greater numbers and using social media networks such as Facebook, Twitter and LinkedIn to gather more information about their targets
An effective email marketing strategy consists of several steps: Establishing your sales funnel, managing your email list and creating effective newsletters that provide real value…
This book is entitled Financial Recovery in a Fragile World.
Normal eating and exercise wins out over extreme diets in maintaining long-term good health. You shouldn’t be losing more than a pound a week
Your role as a trusted professional is to maintain a rational view in helping your clients and to remain familiar with current events that are…
When markets are volatile, clients are tempted to abandon their investment plans and flee to cash and fixed-income, which can hurt them in the long…
No matter how simpatico you may feel about your partnership with another advisor, it’s crucial to plan for the possibility that your relationship will encounter…
Successful entrepreneurs such as Terry Matthews can teach financial advisors how to reach for the next level. He shares some of the strategies he has…
Unless your clients accept the deflationary scenario, it’s time to shorten maturities or lighten up on bonds
Is there any merit to the theory that “as January goes, so goes the rest of the year” in the stock market?
Making a case for a bearish outlook is one thing, but a strategy that profits from that view is quite another.
The three big independent fund companies in Canada are likely to profit from the anticipated return to equities
Modern dog design is getting more and more ambitious. But do you really want to walk a province?
Lengthy documents that clients sign without reading won’t provide protection in the exempt market
Just when it looked like everyone in Ontario was sound asleep — maybe even hibernating — signs of life are stirring.
Bank of Nova Scotia has hooked up with the Jets, adding another sports team to the bank’s sponsorship and marketing lineup
Fish processing is in decline, but no one in Newfoundland and Labrador’s fish-plant towns wants to take the hit
Instead of looking to a credible third-party, Ottawa is imposing unilateral cuts
Editorial
Invesco launches low-volatility ETF
Investment analyst Dan Hallett and a broker friend debate the pros and cons of deferred sales charges
Encouraging data from the U.S. bolsters the views of managers of Canadian dividend and income equity funds
Seg fund families that identified solid, reasonably priced companies performed well in 2011
Changes at Ace Canada
Martin Hubbes is making good use of his German and French at AGF, where he’s “head coach and cheerleader” for the global team
Liberal Christy Clark, facing her first election as premier next year, tables a careful but consumer-friendly budget
Although venture- capital investments in Canada rose slightly in 2011, concerns exist that there remains a funding shortfall
The recent decision by Vancouver-based GrowthWorks Capital Ltd. to suspend sales and distributions of its GrowthWorks Canadian Fund may signal more than just the cash…
Calgary-based investment-counselling firm McLean & Partners Wealth Management Ltd. has adjusted its business model since the 2008 financial crisis to assuage its high net-worth clientele.…
An unusual life insurance judgment has been overturned by the B.C. Court of Appeal
Canadian banks are more concerned than their global counterparts about the burden of the new regulatory regime
By comparing your business practices with privacy laws, you may be able to use the web in limited ways to research people
Financial advisors using social media or Internet search websites to conduct background checks on job candidates or clients could be violating privacy laws. However, the…
Only a minority of clients are aware of their financial advisor’s designations and ethical requirements
Pooled plans could present business opportunities for advisors who have clients who own businesses
Although securities regulators’ enforce-ment numbers were down in 2011, they are stepping up in other key areas
Opportunity exists for financial advisors to help couples bring their retirement planning in line
CI acquisition
A recent decision in a proposed class-action lawsuit highlights the courts’ skepticism with the efficacy of the financial services industry’s dispute-resolution mechanism.
Regulators appear to be close to addressing a few of the concerns relating to the financial services industry’s ombudservice
But will transaction reflect those of the past?
As the big banks push further into the financial advisory business, independent advisors are fending off the competition
The wish list sent by Canada’s financial services industry to the federal government is long and varied — from better tax treatment
It’s creating a research group and an Office of the Investor
